Anic Equity¶
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Total return since start: 0.587 %¶
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Equity now: -----------------------------> 48489.88 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44428.28 Kr¶
PnL: ---------------------------------------> -627.72 Kr¶
DD now: ---------------------------------> -8.717 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 13:23:28.615265'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.820000 | 1615.140000 | 146.140000 | 9.950000 | 1468.999998 |
| Hexatronic Group | 12 | 7.920000 | 1076.160000 | 109.160000 | 11.290000 | 966.999996 |
| Hoist Finance | 35 | 1.550000 | 1029.000000 | 49.000000 | 5.000000 | 980.000000 |
| VEF | 909 | 3.380000 | 1892.540000 | 42.540000 | 2.300000 | 1850.000436 |
| INVISIO | 16 | 1.970000 | 3728.000000 | 39.000000 | 1.060000 | 3689.000000 |
| OX2 | 13 | 0.540000 | 976.950000 | 26.950000 | 2.840000 | 949.999999 |
| Atrium Ljungberg B | 5 | -1.810000 | 947.500000 | 12.500000 | 1.340000 | 935.000000 |
| BioGaia B | 8 | 3.160000 | 940.000000 | 10.000000 | 1.080000 | 930.000000 |
| Gränges | 9 | 2.260000 | 936.900000 | 8.900000 | 0.960000 | 927.999999 |
| Clas Ohlson B | 12 | 5.280000 | 981.000000 | 8.000000 | 0.820000 | 972.999996 |
| HEXPOL B | 9 | 1.610000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Sagax B | 4 | 0.280000 | 858.000000 | 4.000000 | 0.470000 | 854.000000 |
| JM | 6 | -0.690000 | 866.400000 | 2.400000 | 0.280000 | 864.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| Catena | 2 | -1.560000 | 784.800000 | -7.200000 | -0.910000 | 792.000000 |
| Bilia A | 8 | 1.370000 | 890.400000 | -9.600000 | -1.070000 | 900.000000 |
| Byggmax Group | 33 | 2.290000 | 941.820000 | -14.180000 | -1.480000 | 956.000001 |
| AcadeMedia | 8 | -3.760000 | 384.960000 | -17.040000 | -4.240000 | 402.000000 |
| Biotage | 7 | -1.200000 | 918.400000 | -22.600000 | -2.400000 | 940.999997 |
| Addnode Group B | 11 | 2.000000 | 896.500000 | -24.500000 | -2.660000 | 921.000003 |
| SKF B | 5 | 1.690000 | 915.500000 | -24.500000 | -2.610000 | 940.000000 |
| ASSA ABLOY B | 3 | -0.200000 | 751.500000 | -27.500000 | -3.530000 | 779.000001 |
| Creaspac SPAC | 39 | 0.000000 | 3685.500000 | -32.500000 | -0.870000 | 3717.999987 |
| EQT | 4 | 0.730000 | 799.000000 | -33.000000 | -3.970000 | 832.000000 |
| Alimak Group | 11 | 1.120000 | 893.200000 | -34.800000 | -3.750000 | 927.999996 |
| Latour B | 4 | 1.290000 | 816.400000 | -40.600000 | -4.740000 | 857.000000 |
| Nordic Waterproofing Holding | 7 | -0.900000 | 925.400000 | -41.600000 | -4.300000 | 966.999999 |
| Bufab | 3 | 2.670000 | 1062.600000 | -46.400000 | -4.180000 | 1109.000001 |
| Vitec Software Group B | 2 | 1.670000 | 1034.000000 | -53.000000 | -4.880000 | 1087.000000 |
| Platzer Fastigheter Holding B | 12 | -0.130000 | 907.200000 | -53.800000 | -5.600000 | 960.999996 |
| Indutrade | 5 | 0.650000 | 1160.500000 | -57.500000 | -4.720000 | 1218.000000 |
| Orrön Energy | 180 | 0.690000 | 1965.600000 | -77.400000 | -3.790000 | 2043.000000 |
| Sedana Medical | 93 | 0.850000 | 2416.140000 | -104.860000 | -4.160000 | 2521.000011 |
| BHG Group | 97 | -0.150000 | 1290.100000 | -168.900000 | -11.580000 | 1458.999989 |
| Hexagon B | 26 | 0.080000 | 3252.600000 | -208.400000 | -6.020000 | 3461.000010 |
| TOTAL | 44420.810000 | -635.190000 | -8.731% | 45056.000411 |
Updated:¶
'2023-07-07 13:23:05.951466'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
